Document Approval

Manage documents from creation to approval. Ideal for policies, contracts, or any critical document.

Ideal for strategies, contracts, or any basic record, the document approval workflow assists groups with overseeing archives from creation to approval, while making a review trail simultaneously.

What is a Document Approval Workflow?

A document approval process is exactly what it sounds like: a workflow that defines the steps necessary to approve different types of documents and deliverables - copy, designs, code, etc. Essentially, it maps the path a document takes as it goes from the first draft to the final product.

Document Approval stage

Stages for a Document Approval board, of our prescriptive workflow. The general rule is to keep it simple and avoid overcomplicating the steps required to complete each task. Restya Core provides an option for every organization is free to choose its categories for each column and create one to match the way your team works.

So now workflow can be seen by the whole team. It makes the organization easier and helps project managers and teams manage the workflow better. Therefore, the software fulfills the core practice to always be improving. Cutting waste and automating some aspects of the process through software features allows teams to focus on their activities.



Document Approval Usage

1. Create document deliverables


Create a new task on the board to represent each document deliverable that needs to go through the workflow, as well as the current status of a document at any given moment. Now you can see the status of each document in a single, unified view.

2. Manage the approval workflow

With each document represented as an task on the board you can keep track of where each is in the update and review process. Attach each reviewed version to the task to keep track of the latest document changes. Set due dates so everyone is aware of the deadlines you’re working with. Add relevant details to the task, such as the due date, to help each approver pass it through the workflow.

3. Redo to meet your group’s requirements


Consider adding other task types, such as tasks and subtasks, to track related activities like research and scoping. Create custom fields to track information not already included on the tasks your team members are working on. Lastly, you can customize the steps in the workflow to reflect your team’s own unique way of working.

See your tasks on Document Approval for days – and weeks, months, quarters, and beyond the expectation.

Lists

For chronological to-dos to track and edit your work or related projects faster than ever with in-line editing.

Calendar

View and manage tasks across time and schedules to hit your deadlines. Helps to See an ongoing schedule at a glance.

Timeline

Gantt-style view for deadline-bound work with dependencies. Provide Steps to Plan and establish dependencies to allocate work and map out larger projects.

Boards

Document Approval-style view to moving work through stages and track work to completion through your team’s. you can switch between several different views of kanban style beyond the expectation.

Document Approval Tasks

Progress is tracked using Document Approval tasks, which can be as simple as sticky notes that can be moved or virtual tasks that can be dragged and dropped into various statuses on your Kanban board.

Document Approval tasks are highly customizable. For example, you can show or hide selected information fields on the tasks and add dynamic content like checklists, attachments, or links to other tasks. Most kanban software can be set to deliver email notifications when a task gets reassigned, is moved to a different stage in the workflow, or undergoes some other change.

Restya Core provides an unbelievable option to the teams, to customize their view of the task of the Kanban. Any changes you make on your Kanban board tasks are instantly available to all members of the team. Track production of tasks in real-time.


Why use Restya Core for Document Approval management?

Visualizing work in a team environment simplifies communication and leads to improved productivity.

Unparalleled customizability of workflows of Restya Core.

Get a better flow on your Kanban board by focusing on completing tasks instead of starting new tasks.



The Restya Core Document Approval has numerous and hidden features that can simplify your tasks, facilitate just-in-time delivery and encourage collaboration between teams Remember that Document Approval encourages continuous improvement and evolutionary change, so you can always make adjustments along the way.

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